STRATEGY STUDIO / PUBLIC DATA EXPLORER

DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION

Cite this

Plain text DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION. Strategy Studio, nonprofit organization profile, tax years 2015–2024. https://strategystudio.org/org/273246789. Retrieved 2026-10-20.

APA Strategy Studio. (n.d.). DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION [Nonprofit organization profile; tax years 2015–2024]. Retrieved October 20, 2026, from https://strategystudio.org/org/273246789

MLA “DAVID AND CAOLE CAPLAN CHARITABLE FOUNDATION.” Strategy Studio, tax years 2015–2024, https://strategystudio.org/org/273246789. Accessed 20 Oct. 2026.

Retrieved 2026-10-20; covers tax years 2015–2024. Data: Strategy Studio, CC BY 4.0.

2024 · Form 990PF · revenue $113K · expenses $250 · assets $4.0M

EIN
27-3246789
Address
330 RAILROAD AVENUE SUITE 101, GREENWICH, CT 06830-6396
NTEE code
T22
Subsection
501(c)(3)
Ruling year
2011
Cross-check
ProPublica Nonprofit Explorer

Each tax year counts once: when a return was amended, only the latest return for that period is used below (superseded returns stay listed, greyed, under Finances).

People paid by the organization

None of the 3 people listed on these returns reported compensation from the organization. They are listed below.

Officers and directors, no compensation reported

3 people listed on the returns with $0 (or no amount) in every compensation column: current people first. Hours are as filed on the latest return each person appears on.

NameLatest titleYearsHrs/wk (latest)CompensationOrganizations
Jane C Och PRESIDENT/DIRECTOR2015-2024 1 $0 reported 1
Nancy Bernstein VICE PRESIDENT2015-2024 1 $0 reported 1
Daniel S Och SECRETARY/TREASURER/DIRECTOR2015-2024 1 $0 reported 1

People by year

2024 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE C OCH PRESIDENT/DIRECTOR1 $0-$0 $01
NANCY BERNSTEIN VICE PRESIDENT1 $0-$0 $01
DANIEL S OCH SECRETARY/TREASURER/DIRECTOR1 $0-$0 $01
2023 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE C OCH PRESIDENT/DIRECTOR1 $0-$0 $01
NANCY BERNSTEIN VICE PRESIDENT1 $0-$0 $01
DANIEL S OCH SECRETARY/TREASURER/DIRECTOR1 $0-$0 $01
2022 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE C OCH PRESIDENT/DIRECTOR0 $0-$0 $01
NANCY BERNSTEIN VICE PRESIDENT0 $0-$0 $01
DANIEL S OCH SECRETARY/TREASURER/DIRECT0 $0-$0 $01
2021 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jane C Och President/Director0 $0-$0 $01
Nancy Bernstein Vice President0 $0-$0 $01
Daniel S Och Secretary/Treasurer/Direct0 $0-$0 $01
2020 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
Jane C Och President/Director0 $0-$0 $01
Nancy Bernstein Vice President0 $0-$0 $01
Daniel S Och Secretary/Treasurer/Direct0 $0-$0 $01
2019 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE C OCH PRESIDENT/DIRECTOR0 $0-$0 $01
NANCY BERNSTEIN VICE PRESIDENT0 $0-$0 $01
DANIEL S OCH SECRETARY/TREASURER/DIRECT0 $0-$0 $01
2018 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE C OCH PRESIDENT/DIRECTOR0 $0-$0 $01
NANCY BERNSTEIN VICE PRESIDENT0 $0-$0 $01
DANIEL S OCH SECRETARY/TREASURER/DIRECT0 $0-$0 $01
2017 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE C OCH PRESIDENT/DIRECTOR0 $0-$0 $01
NANCY BERNSTEIN VICE PRESIDENT0 $0-$0 $01
DANIEL S OCH SECRETARY/TREASURER/DIRECT0 $0-$0 $01
2016 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE C OCH PRESIDENT/DIRECTOR0 $0-$0 $01
NANCY BERNSTEIN VICE PRESIDENT0 $0-$0 $01
DANIEL S OCH SECRETARY/TREASURER/DIRECT0 $0-$0 $01
2015 · 3 people listed · none paid
NameTitleHrs/wkFrom orgFrom relatedOtherTotalOrgs
JANE C OCH PRESIDENT/DIRECTOR0 $0-$0 $01
NANCY BERNSTEIN VICE PRESIDENT0 $0-$0 $01
DANIEL S OCH SECRETARY/TREASURER/DIRECTOR0 $0-$0 $01

Highest-paid independent contractors

No independent contractors reported.

Who the money went to

Grants this organization reported paying: Schedule I Part II of the Form 990, or the grants-paid list on the 990-PF. Open a year for every recipient. Recipients link to their own page when the grant names an EIN we have (990-PF grants list no EIN, so those link only on an exact, unique name and state). Grants to individuals are counted; their names are not shown.

2023 · 1 grant to organizations · $1.0M
2022 · 1 grant to organizations · $1.0M
2021 · 1 grant to organizations · $1.0M
2020 · 1 grant to organizations · $1.0M
2019 · 1 grant to organizations · $1.0M
2017 · 1 grant to organizations · $2.5M
2016 · 1 grant to organizations · $500K
2015 · 1 grant to organizations · $500K

Negative amounts are returned or refunded grants; they are listed last and left out of the totals of grants paid.

Who gave

No contributors are listed on Schedule B in the e-filed returns we have for this organization.

Finances

Newest first. Each filing: its name on one row, its figures on the row beneath. Greyed filings are superseded by a later return for the same period and are left out everywhere else on this page.

RevenueExpensesAssetsNet assetsContributionsProgram revenueOfficer payEmployeesVolunteers
2024 · Form 990PF period ending 2024-12-31 · view filing · original 990 ↗
$112,903$250 $4,007,682$4,005,221 $0- $0--
2023 · Form 990PF period ending 2023-12-31 · view filing · original 990 ↗
$114,004$1,006,550 $3,895,029$3,892,568 $0- $0--
2022 · Form 990PF period ending 2022-12-31 · view filing · original 990 ↗
$43,780$1,000,250 $4,787,589$4,785,128 -- $0--
2021 · Form 990PF period ending 2021-12-31 · view filing · original 990 ↗
$292$1,008,321 $5,744,047$5,741,586 $0- $0--
2020 · Form 990PF period ending 2020-12-31 · view filing · original 990 ↗
$22,114$1,007,836 $6,752,076$6,749,615 $0- $0--
2019 · Form 990PF period ending 2019-12-31 · view filing · original 990 ↗
$243,768$1,098,205 $7,740,380$7,735,380 $0- $0--
2018 · Form 990PF period ending 2018-12-31 · view filing · original 990 ↗
$4,627,094$10,860 $8,589,808$8,589,808 $0- $0--
2017 · Form 990PF period ending 2017-12-31 · view filing · original 990 ↗
$20,483$2,508,729 $3,973,540$3,973,540 $0- $0--
2016 · Form 990PF period ending 2016-12-31 · view filing · original 990 ↗
-$722,268$551,396 $6,461,786$6,461,786 $0- $0--
2015 · Form 990PF period ending 2015-12-31 · view filing · original 990 ↗
$759,092$542,864 $7,001,739$7,001,739 $0- $0--

Funders of this organization

Not reported: no grants to this organization appear in the filings we have (tax years 2010 to 2025).

Similar organizations

Ranked without any AI: same NTEE code first, then the same NTEE group; then revenue within 2x, 5x or 10x; then the same state; then similar name and mission text. Same state only · More (100)

OrganizationStateNTEELatest revenueLatest expensesTop-paid titleTop payWhy similar
BHARUCHA CHARITABLE FOUNDATIONCTT22 $110,745$28,001 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state, similar name
TYNAN FAM CHARITABLE TRCTT22 $118,064$76,523 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
STRAIGHT CARIBBEAN SPINE FOUNDATIONCTT22 $111,573$63,566 Trustee$0 Same NTEE code T22, revenue within 2x, same state
ALEC AND TAMAR ELLISON FAMILY FOUNDATIONCTT22 $112,039$56,800 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
VICK FOUNDATION INCCTT22 $116,641$114,128 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
MAISIE FOUNDATION INCCTT22 $113,210$70,125 PRESIDENT$0 Same NTEE code T22, revenue within 2x, same state
POHLY FAMILY FOUNDATIONCTT22 $113,476$137,364 DIRECTOR$0 Same NTEE code T22, revenue within 2x, same state
THE EIBSHUTZ-RAPHAN FOUNDATIONCTT22 $115,699$361,507 Pres$3,000 Same NTEE code T22, revenue within 2x, same state
WINIFRED M PURDY FOUNDATIONCTT22 $108,266$150,010 TRUSTEE$0 Same NTEE code T22, revenue within 2x, same state
BRIM FUNDCTT22 $106,131$84,196 PRES & CHAIR$0 Same NTEE code T22, revenue within 2x, same state
CK CHARITABLE FOUNDATIONORT22 $116,253$21,793 President$0 Same NTEE code T22, revenue within 2x, similar name
ALLAN & LALITA CHARITABLE FOUNDATIONCAT22 $120,971$457,645 President$0 Same NTEE code T22, revenue within 2x, similar name
SHAVIT CHARITABLE FOUNDATIONNYT22 $115,945$134,171 Trustee$7,000 Same NTEE code T22, revenue within 2x, similar name
JMF CHARITABLE FOUNDATIONNYT22 $116,555$84,090 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
KOH CHARITABLE FOUNDATIONCAT22 $119,531$326,593 Chairman & DIR$0 Same NTEE code T22, revenue within 2x, similar name
JOE T AND BILLIE CAROLE MCMILLAN CHARITABLE FOUNDATIONTXT22 $109,000$75,793 Vice President$0 Same NTEE code T22, revenue within 2x, similar name
ABERDEEN CHARITABLE FOUNDATIONILT22 $115,681$60,140 Trustee$5,014 Same NTEE code T22, revenue within 2x, similar name
GERHARD AND DIANE HILL CHARITABLE FOUNDATIONTXT22 $119,996$54,341 SECRETARY$0 Same NTEE code T22, revenue within 2x, similar name
DOLLEE CHARITABLE FOUNDATION TRNYT22 $116,152$76,234 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
MISHRA CHARITABLE FOUNDATIONNYT22 $116,933$86,807 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
HAS CHARITABLE FOUNDATION TRNJT22 $106,808$117,399 TRUSTEE$0 Same NTEE code T22, revenue within 2x, similar name
COTABISH CHARITABLE FOUNDATIONOHT22 $106,369$85,595 TRUSTEE$13,212 Same NTEE code T22, revenue within 2x, similar name
WESTMORELAND CLUB CHARITABLE FOUNDATIONPAT22 $120,728$23,497 DIRECTOR$0 Same NTEE code T22, revenue within 2x, similar name
CARL L AND GLENDA T CRAMER CHARITABLE FOUNDATIONPAT22 $108,381$116,259 CHAIRPERSON$0 Same NTEE code T22, revenue within 2x, similar name
WMM CHARITABLE FOUNDATION INCNJT22 $112,844$277,002 President$0 Same NTEE code T22, revenue within 2x, similar name

Who funds organizations like this

Grantors that funded the 100 most similar organizations. Ranked by total given to them. Foundations (990-PF) and donor-advised fund sponsors only. Same matching as Funders above (by EIN, or by name for foundations).

GrantorTypeTotal givenGrantsOrganizations fundedYearsWhich ones
SANGRE DE CHRISTO CHARITABLE TRUST Private foundation$1,038,5551 12022–2022 CILL DARA FOUNDATION
FIRE TR Private foundation$100,0004 12022–2025 DAVID RODMAN TITCOMB FOUNDATION
THE LUZERNE FOUNDATION DAF sponsor$33,0753 12016–2019 WESTMORELAND CLUB CHARITABLE FOUNDATION
GLOBUS CARES Private foundation$32,6002 12013–2014 STRAIGHT CARIBBEAN SPINE FOUNDATION
RICHARD & CHERYL METRICK CHARITABLE TR Private foundation$22,7506 12020–2025 HARRY CHAPIN FOUNDATION
UNITED WAY OF GREATER ST LOUIS INC DAF sponsor$10,0001 12022–2022 PETER AND SUSAN BROWN FOUNDATION
STEPHENS FOUNDATION Private foundation$10,0002 12012–2013 STRAIGHT CARIBBEAN SPINE FOUNDATION
SGMG FOUNDATION Private foundation$5,0001 12024–2024 HARRY CHAPIN FOUNDATION
PATRICIA A AND DAVID M GABRIELSENFOUNDATION Private foundation$3,1001 12012–2012 HARRY CHAPIN FOUNDATION
BERGMAN FOUNDATION Private foundation$2,0001 12021–2021 WESTMORELAND CLUB CHARITABLE FOUNDATION
HACKETT PHILANTHROPIES FOUNDATION Private foundation$1,0001 12016–2016 WESTMORELAND CLUB CHARITABLE FOUNDATION
CITIZENS CHARITABLE FOUNDATION Private foundation$7503 12022–2024 ALAN J ANDERSON FOUNDATION INC
THE RONNE AND DONALD HESS CHARITABLE FOUNDATION Private foundation$5002 12021–2022 ALAN J ANDERSON FOUNDATION INC
ALPERT FAMILY FOUNDATION Private foundation$3502 12012–2015 HARRY CHAPIN FOUNDATION

The full list · all similar organizations

Where the money went

Every expense line on each return, biggest first: Form 990 Part IX (with its program, management and fundraising columns), 990-EZ Part I, or 990-PF Part I. Event marks lines the organization itself describes as events. “Events” in each summary adds those lines, conferences and meetings, and the direct costs of fundraising events. Unusual is not the same as improper. Many of these patterns have ordinary explanations. Check the filing.

2024 · Form 990PF · $250 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Other expenses $250 100.0%
Total$250100%

View the filing

2023 · Form 990PF · $1,006,550 spent · pay $0 · grants $1,000,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,000,000 99.3%
Fees: accounting $6,300 0.6%
Other expenses $250 0.0%
Total$1,006,550100%

View the filing

2022 · Form 990PF · $1,000,250 spent · pay $0 · grants $1,000,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,000,000 100.0%
Other expenses $250 0.0%
Total$1,000,250100%

View the filing

2021 · Form 990PF · $1,008,321 spent · pay $0 · grants $1,000,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,000,000 99.2%
Fees: accounting $6,208 0.6%
Fees: legal $1,778 0.2%
Other expenses $335 0.0%
Total$1,008,321100%

View the filing

2020 · Form 990PF · $1,007,836 spent · pay $0 · grants $1,000,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,000,000 99.2%
Taxes $4,500 0.4%
Fees: accounting $3,086 0.3%
Other expenses $250 0.0%
Total$1,007,836100%

View the filing

2019 · Form 990PF · $1,098,205 spent · pay $0 · grants $1,000,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $1,000,000 91.1%
Taxes $77,211 7.0%
Fees: accounting $20,500 1.9%
Other expenses $250 0.0%
Fees: legal $244 0.0%
Total$1,098,205100%

View the filing

2018 · Form 990PF · $10,860 spent · pay $0 · grants $0 · events $0
LineAs describedTotalShare
Fees: accounting $9,000 82.9%
Other expenses $1,750 16.1%
Fees: legal $110 1.0%
Total$10,860100%

View the filing

2017 · Form 990PF · $2,508,729 spent · pay $0 · grants $2,500,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $2,500,000 99.7%
Fees: accounting $7,000 0.3%
Fees: legal $1,136 0.0%
Other expenses $357 0.0%
Taxes $236 0.0%
Total$2,508,729100%

View the filing

2016 · Form 990PF · $551,396 spent · pay $0 · grants $500,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $500,000 90.7%
Taxes $45,501 8.3%
Fees: accounting $5,000 0.9%
Other expenses $895 0.2%
Total$551,396100%

View the filing

2015 · Form 990PF · $542,864 spent · pay $0 · grants $500,000 · events $0
LineAs describedTotalShare
Contributions, gifts, grants paid $500,000 92.1%
Other expenses $37,359 6.9%
Fees: accounting $4,505 0.8%
Taxes $1,000 0.2%
Total$542,864100%

View the filing